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Nicholas Investment Partners’s Workiva WK Stock Holding History

Nicholas Investment Partners’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,000
Closed -$1.03M – 240
2025
Q2 		$1.03M Sell
15,000
-25,433
-63% -$1.75M 0.09% 182
2025
Q1 		$3.07M Buy
40,433
+22,955
+131% +$2.17M 0.32% 114
2024
Q4 		$1.91M Buy
+17,478
New +$1.61M 0.17% 161
2020
Q1 		– Sell
-24,209
Closed -$1.02M – 209
2019
Q4 		$1.02M Sell
24,209
-33,653
-58% -$1.42M 0.1% 179
2019
Q3 		$2.54M Buy
57,862
+16,019
+38% +$844K 0.21% 158
2019
Q2 		$2.43M Sell
41,843
-311
-0.7% -$16.7K 0.22% 148
2019
Q1 		$2.14M Sell
42,154
-25,133
-37% -$1.11M 0.19% 166
2018
Q4 		$2.42M Sell
67,287
-950
-1% -$33.4K 0.26% 143
2018
Q3 		$2.69M Buy
+68,237
New +$2.12M 0.22% 170

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Nicholas Investment Partners's WK Position: Q3 2025 in Review

Nicholas Investment Partners sold out of Workiva (WK) in Q3 2025, closing a stake of 15,000 shares — an estimated $1.03M sold.

Nicholas Investment Partners first reported a position in WK in Q3 2018 and held it in 9 quarters. The position peaked at $3.07M in Q1 2025. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Nicholas Investment Partners reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Nicholas Investment Partners sold 15,000 Workiva shares in Q3 2025, an estimated $1.03M.
  • Nicholas Investment Partners first reported a position in Workiva in Q3 2018 and held it in 9 quarters.
  • Nicholas Investment Partners's Workiva position peaked at $3.07M in Q1 2025.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Nicholas Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.